Unlimited

Automated features

Set up repeat invoices that can be automatically sent to your customers (excludes £5 package). You can also automate notifications to show if an invoice is overdue, and automatically list your received payments and update the amount owed.

Multiple accounts

Set up as many bank accounts as you like, name them anything you like, and even choose from a list of logos to make your accounts quickly identifiable. You can also set up a ‘Cash Account’ to represent cash on hand.

Email Notification

Reminder Letters

KashFlow also provides three pre-written and effective reminder letters for overdue invoices. The system will prompt you when to send these letters and will also automatically add the details of the overdue invoice.

Customers and suppliers

Statements

Easily produce statements for customers and suppliers, and configure each statement in different ways to show only unpaid invoices or invoices for certain date periods. These statements can also be produced as CSV files or emailed as PDFs.

Custom fields

Statistics and History

You can easily view a range of statistics for your customers to help you identify when they were first invoiced, how long they take to pay, overdue payments, etc. You can also download a complete history of what you’ve sold/purchased.

Pricing and Payment terms

Set your payments terms according to each customer and supplier, with automated features to reflect this in invoices. You can also set discounts for specific customers that can be applied to their invoice in a single click. Invoices can also be set to automatically reflect if a customer is receiving wholesale pricing, just by ticking the appropriate box.

Manage

Store customer and supplier VAT information such as their registration number; If CIS is enabled then a complete range of fields is shown to store UTR Number, NI number, etc; Even print forms and envelopes for your customers and suppliers straight from your KashFlow account.

Categorise

Automate

Set up your recurring purchases to be automatically created to avoid manually entering the information each time (excludes £5 package). You can also set up email notifications to your suppliers to tell them you’ve paid!

General reports

For a quick an easy general overview of your financial data there are even more reports: Balance Sheet, Asset Register, Customer Purchase History, Monthly Profit and Loss, Self Assessment and many more!

API and integrations

Business Owners/Managers

KashFlow’s powerful API means you can Integrate your business processes within your KashFlow Account. Using a range of existing add-ons or commissioning your own from a developer, you can automatically record sales for you eCommerce site, provide a customer portal to your own site and much more!

Business Software Providers

Team up with KashFlow and easily integrate your software with ours. By integrating with us you have instant accounting functionality in your own software and we’ll also list your product on our page of available add-ons.

Programmers

We have a ready market of people looking for someone to develop applications that integrate with KashFlow, that can be listed on our site and sold to our customers. But this bespoke service is something we don’t provide, so instead we refer them to programmers that we know are capable of working with our API.

Business Service Providers

Integrate KashFlow software as part of your service platform to provide a bookkeeping add-on for your business. This can be rebranded using your company branding to offer your customers a bookkeeping solution.

KashFlow Accountant Partners

Our accountant partners using KashFlow Connect also benefit from an API specifically for the Connect platform, to make it easier to manage their clients’ KashFlow accounts. More details can be discussed with the KashFlow Partner Success Team.

Journals

Departmental Accounting

Departmental accounting is enabled by the use of “Projects” (which can be renamed to anything you like). You can then run financial reports (P&L, Nominal Ledger, etc) based on just a specific department/project as well as on all data.

CIS

Settings

Your Account

Many KashFlow software features are turned off by default, allowing you to customise your account exactly how you like it and prevent feature-overload. Settings for Your Account include: Manage Subscription, Company Details, Email Options, Change Password, Import/Delete/Backup Data, Display Settings and more.

KashFlow Akademy

Knowledge Base

The Knowledge Base gives customers an extensive search portal for any questions they have about their KashFlow accounts. Featuring a range of most common answers to frequently asked questions, plus troubleshooting advice, the Knowledge Base is your first stop for any issues you may encounter.